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#Investment #PrivateCredit #MemoryChipShortage
www.bloomberg.com
Fortress' Latest Private Debt Fund Seeks to Lure Insurance Firms
Fortress Investment Group is adding an insurer-friendly feature to its latest fund, which will primarily invest in direct corporate loans, according to people familiar with the matter.
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#AI #MemoryChips #TechIndustry
www.bloomberg.com
Alibaba Unveils Major AI Model Upgrade Ahead of DeepSeek Release
Alibaba Group Holding Ltd. unveiled a major upgrade of its flagship AI model, accelerating a race with a panoply of startups and sectoral leaders aiming to get in ahead of Chinese sensation DeepSeek's next big platform.
#Samsung #ArtificialIntelligence #MemoryChips
uk.finance.yahoo.com
Samsung starts mass production of next-gen AI memory chip
Samsung Electronics announced Thursday it had started mass production of next-generation memory chips to power artificial intelligence, touting an "industry-leading" breakthrough.
#MemoryChips #Investing #TechMarket
uk.finance.yahoo.com
Memory Chip Crunch Ripples Through Markets, With Worse to Come
(Bloomberg) -- The relentless surge in memory chip prices over the past few months has driven a vast divide between winners and losers in the stock market, and investors don't see any end in sight.
#Apple #smartphones #memorychips
ca.finance.yahoo.com
Pricier iPhones? Global memory chip crunch puts spotlight on Apple
SAN FRANCISCO, Feb 6 (Reuters) - As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit to gain new customers.
#SmartphonePrices #MemoryChipShortage #AIImpact
markets.businessinsider.com
AI Is Driving Smartphone Prices Higher, and Memory Chipmakers Are the Real Winners
Smartphone prices are rising across global markets, and the cause is not higher labor costs or weaker demand. Instead, the pressure is driven by a shortage of memory chips, which is being exacerbated by AI data centers.
#MemoryChips #USManufacturing #TechPolicy
www.digitaltrends.com
Your next PC upgrade could cost more if 100% chip tariffs land
The administration is pressuring Asian memory giants to shift production to American soil.
The Trump administration is turning up the heat on memory chip supply, invest in US production or face duties that can run as high as 100%.
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#MemoryChips #Semiconductors #AI
www.bloomberg.com
Micron Says 'Unprecedented' Memory Shortage to Last Beyond 2026
Micron is expanding its manufacturing capacity in the US and Asia to address the shortage, including a $100 billion production site near Syracuse, New York, and plans to bring 40% of its DRAM manufacturing onto US soil.